AWA
Alta Wealth Advisors’s Danaher DHR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-2,222
| Closed | -$618K | – | 136 |
|
|
2024
Q3 | $618K | Buy |
2,222
+431
| +24% | +$120K | 0.28% | 75 |
|
|
2024
Q2 | $447K | Sell |
1,791
-46
| -3% | -$11.5K | 0.22% | 83 |
|
|
2024
Q1 | $459K | Buy |
+1,837
| New | +$459K | 0.23% | 82 |
|
|
2023
Q4 | – | Sell |
-903
| Closed | -$224K | – | 127 |
|
|
2023
Q3 | $224K | Sell |
903
-37
| -4% | -$9.18K | 0.14% | 122 |
|
|
2023
Q2 | $226K | Buy |
+940
| New | +$226K | 0.13% | 128 |
|